• Tips for designing forms

    Forms that are quick and easy to understand are most likely to be adopted well. Involving the people who will use the form as Champions encourages them to take ownership, answering questions and encouraging their peers to use the forms. a) Think about your objectives and targets – what do…

  • Changing language in the Mobile App

    The Proactively system is able to show forms in English (default), French or German. Other languages can be added on request.a) Enable the language by App Design > Forms > Open the dropdown box in the middle column and select languages you wish to show forms in.b) To add the…

  • Change the App front page

    Make the mobile app your own, with a logo and messages. The logo should be a square PNG file so that it will appear in the mobile app for both phones and tablets without distortion. Give the mobile app a name that people will relate to. The best names reflect…

  • View and publish forms

    Form Designs This screen lists all the forms defined in the system. From here you can edit existing forms and create new ones. Customise a form Click on the name of the form to open it in the Drag and Drop Form Designer screen. Make a new form Click the…

  • How to make different questions

    Title Bold text that can be used to add a title or give instructions Free text question Field name – this is the name of the field where the answer to the question will be stored. In this example it is ‘Action’. It should show what the information is, as…

  • Find the cause: 5 whys?

    Why is it important to find the cause? Imagine there is a problem, for example the ladder is broken. The first action you take is to repair the ladder, or throw it away and get a new one. This is known as Corrective Action, it addresses the effect and makes…

  • Permissions

    Decide what people are able to do with the information be giving them permission. What are the different permissions? No permissions – able to use the mobile app to send in reports.  This is different to a QR code user, as this person can join specialist teams  Viewing and actions…

  • Which Forms can a Team see?

    Teams Teams are groups of users who can be setup with different form selections and notifications. This screen lists all the teams. Teams help: send the right forms to someone’s mobile device. automate information flows from team members to team leaders Types of teams There are two built in teams…

  • Adding people to a Team

    What is a Team? A team is a group of people with similar characteristics. 2 teams come as standard with each company : Registered Users – everyone who is registered on the system with a password QR code Users – everyone who linked to the system using a QR code…

  • Add Users with an invitation

    See the list of registered Users Proactively has 2 types of users: Registered Users set up a password to access the system. They are described here. QR Code users have only restricted access and are described in the Settings tab. Finding someone who is registered in the system Open the…

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